Customizable Technology for Breakaway Advisors

When Sargent Investment Group’s core team decided to break away, they saw an opportunity to better serve clients and enhance their client experience. But to create the type of experience they felt clients deserved, they needed the right advisor technology.

See what factors lead Sargent Investment Group’s pursuit of building a client-driven firm, and why they say Orion has helped transform their client experience into one that’s simple, transparent, and personalized.